{"id":39413,"date":"2024-10-08T17:38:50","date_gmt":"2024-10-08T12:08:50","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=39413"},"modified":"2025-04-09T15:54:19","modified_gmt":"2025-04-09T10:24:19","slug":"move-email-attachments-from-outlook-to-cloud-storage-using-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/10\/move-email-attachments-from-outlook-to-cloud-storage-using-dynamics-365\/","title":{"rendered":"Move Email Attachments from Outlook to Cloud Storage using Dynamics 365"},"content":{"rendered":"

\"Move<\/p>\n

Corporate professionals depend heavily on Microsoft Outlook for communication, document sharing, and decision-making. While using Outlook, email attachments are often stored on the local machine, or consume CRM storage. Additionally, some professionals may rely on third-party cloud solutions like SharePoint, Azure Blob, Dropbox, etc. to migrate email attachments to cloud storage. This process often results in siloed data, raises security issues, and demands time-consuming manual steps for downloading, storing, and migrating files.<\/p>\n

Inogic\u2019s<\/a> Attach2Dynamics<\/a> application addresses these issues by offering a streamlined operational interface that enables users to migrate documents and attachments securely to cloud storage with ease.<\/p>\n

By configuring Dynamics 365 CRM with Outlook, users can access the\u00a0Attach2Dynamics app within Outlook. This centralizes all operations, allowing users to track emails, transfer attachments to cloud storage, manage documents securely, and access CRM records\u2014all within Outlook. It improves workflows, reduces manual tasks, and enhances productivity with secure data management by eliminating the need to switch between applications.<\/p>\n

How to use Dynamics 365 apps in Outlook?<\/strong><\/h2>\n
    \n
  1. Ensure you\u2019ve set up Inogic\u2019s <\/strong>Attach2Dynamics<\/a> app, which offers seamless integration between Dynamics 365 CRM<\/strong> and popular cloud storage solutions like SharePoint<\/strong>, Dropbox<\/strong>, and Azure Blob Storage<\/strong>.<\/li>\n
  2. Next, configure Dynamics 365 CRM with Outlook<\/a> to enable smooth synchronization, ensuring all essential features are activated for seamless CRM and Outlook integration.<\/li>\n
  3. Once integrated, you will see the “Dynamics 365” button<\/strong> appear on the Outlook ribbon for easy access.<\/li>\n<\/ol>\n

    \"Attachments<\/p>\n

      \n
    1. Click on the \u201cDynamics 365\u201d<\/strong> button to access your CRM environment directly within Outlook.<\/li>\n
    2. Choose the specific account where you want to migrate your email attachments or body.<\/li>\n
    3. Click on the ellipsis and choose ‘Attach2Dynamics.’<\/strong> This will launch the Attach2Dynamics interface within Outlook for easy file management and migration.<\/li>\n<\/ol>\n

      \"Attachments<\/p>\n

        \n
      1. Using this UI, you can use all native features of Attach2Dynamics directly within Outlook same as Dynamics 365 CRM<\/li>\n<\/ol>\n

        These features include:<\/p>\n

          \n
        1. \n
            \n
          1. Drag and drop attachments from Outlook to cloud storage<\/a>.<\/li>\n
          2. Upload<\/a> and download<\/a> files or folders between Outlook and cloud storage platforms.<\/li>\n
          3. Rename<\/a>, delete<\/a>, or preview files within cloud storage.<\/li>\n
          4. Generate and share links<\/a> for cloud-stored documents via Outlook.<\/li>\n
          5. Create<\/a> and organize folders to improve document storage efficiency.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n

            \u2026and many more.<\/a><\/p>\n